See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,928 | $201,272-64.8% | $184,203-61.5% | $145,922-51.4% |
| Participation rate | 53.8% | 87.5%-33.6pp | 86.8%-33.0pp | 80.3%-26.4pp |
| Annual return | 19.16% | 29.00%-9.8pp | 28.81%-9.6pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,960 | $7,022-72.1% | $6,427-69.5% | $4,660-57.9% |
| Participant deferral / active EE | $3,435 | $9,806-65.0% | $9,131-62.4% | $6,688-48.6% |
| Admin fee / account holder | $2,662 | $16,364-83.7% | $13,901-80.9% | $13,397-80.1% |